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EMERGENT WEALTH ADVISORS, LLC

Tel: 716-828-8390
5500 Main Street, Suite 260
Williamsville, New York  14221

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EMERGENT WEALTH ADVISORS, LLC

EMERGENT WEALTH ADVISORS, LLC is a Williamsville, New York based financial advisory firm with nearly $202,893,297 in assets under management and provides investment advisory services for 901 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

174845

SEC#:

801-106909

No. of Clients:

901

Assets under Management

$202,893,297

No. of Advisors:

6

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